Question

Bulk update account records

Hi all,



How do I bulk update accounts (modifying existing values or adding missing values) through excel import without being blocked by duplicate rules, that do not allow creation of new accounts (which is good) but does not proceed to updating existing accounts either ?



Damien

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1 comments

Dear Damien,

 

Thank you for your questions!

You may find these Academy Articles useful:

1.  https://academy.creatio.com/docs/user/platform_basics/business_data/exc…

2. https://academy.creatio.com/docs/user/setup_and_administration/user_and…

 

Hope this helps!

 

Thank you!

 

Regards,

 

Danyil

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